3 New Clients, $2MM in AUM By Increasing Client Touch Points
Cypress Partners is a Bay Area wealth management firm founded by Pete Woodring. Cypress delivers leading-edge financial strategies tailored to the specific needs of individuals and families. -- Manual, Offline, Irregular Correspondence Cypress’s client correspondence and lead generation efforts were based entirely offline.
3 Ways to Cultivate Referrals Digitally
Smart business professionals take care to cultivate strong relationships with centers of influence. We at Vestorly understand what a daunting task it is to cultivate referrals digitally so we'd like to suggest a few starting points.
Is Redundant Content Hurting Your Brand Perception?
Are you worried about sending redundant content to your contacts? If you’re using one of the many automated content marketing tools popping up for businesses, then you’re likely posting the same “stuff” on social media and emailing the same stories
Three Ways to Maximize Newsletter Impact: A Vestorly Case Study
Gwen Garrison of Life Plan Financial lacked the time and resources to pursue an effective email outreach plan for clients. Since signing up with Vestorly, Gwen has seen an increase in engagement with clients, and has gained a few new
Holiday Marketing Plan: Maintaining Client Communication during the Holidays
Winter is here but don’t let that stop you! Read our holiday marketing plan to stay connected with your clients while you’re on vacation.
How to Increase Event Attendance with Vestorly: A User Case Study
Attendance is the biggest driver of success at digital and in-person events. Higher attendance means more opportunities, increased word-of-mouth, and greater success. But how can you ensure enough people show up to your event to make it successful?
5 Ways This Real Estate Agent Uses Vestorly to Support His Business
From relationship management to lead generation, Vestorly ensures you know when and how to engage. Alex Leopold, an associate at leading commercial real estate advisory firm Newmark Knight Frank, spoke with us about using Vestorly to grow his business.
3 Ways Any Busy Professional Can Be a Smart Content Marketer
If you’re going to do something, do it right! Business owners and service professionals have embraced content marketing as an effective form of digital communication and relationship-building, but many have seen less than stellar results. 67% of content marketers in financial
How to Send the Most Relevant Email Newsletter in Response to Equifax
After this month's Equifax data breach, 143 million Americans had good reason to worry about their financial security. A crisis in the news is a crucial time to communicate with contacts. It's when they have the most questions and you, as
5 Reasons Not to Worry about SEO/SEM
SEO and SEM can seem overwhelming if you’re unfamiliar with them or confused about what exactly they do for you. Here are five reasons why you don't need to worry.